Articles on Stock markets
News, Research and Analysis
What is an asset mix?
An asset mix is the blend of major asset classes in a portfolio, which should be constructed based on the risk tolerance, time horizon, and goals of the investor.
A common example of an asset mix is the 70/30 stock-bond mix, where 70% of the assets are invested in stocks and 30% in bonds.
“Mix” is one way of describing the asset allocation of a portfolio, but it also describes the practice of diversifying among asset classes. The core asset classes that most people consider are stocks, bonds, cash equivalents, real estate, and commodities.
A good asset mix will keep the investor insulated to some extent from dips in any particular industry, sector, or class-type. Different asset classes will have different degrees of correlation to one another and will appreciate more in different market environments.
It should also keep the investor on track for the goals, time horizon, risk tolerance, liquidity, and income needs that he or she may have.
How Do I Determine the Right Mix of Assets?
What is the Role of Asset Allocation in My Investments?
How Do I Measure My Risk Tolerance?
What are Industrials Stocks?
Industrials stocks include companies that are in the business of construction and manufacturing
What does 'Outstanding Shares' mean?
Outstanding shares refers to all of the shares of company held in total, which includes all ownership - retail investors
What is an Accounting Standard?
Accounting standards are the practices which make financial information uniform and normalized between various businesses
What is an Adjustable Rate Mortgage?
With an adjustable rate mortgage (ARM) , the interest rate is lower at the beginning than the fixed-rate alternative
What are the 457 Plan Contribution Limits?
Government employees can defer up to $18,000, plus a $6,000 catch-up contribution for those over 50, in 2016
What Should I Do With a Lump-Sum Distribution From My Cash-Balance Plan?
Lump Sum distributions can allow you to invest according to your preferences, but could also be spent in a short period
How Should I Invest my First Thousand Dollars Saved?
If you're willing to take on some risk and leave your money invested for the long-term, investing can be an excellent way to grow your wealth.
What is a Spin-off?
A spin-off is when a division or subsidiary of a company is separated from the parent corporation and starts its own
Who is a commodity trading advisor (CTA)?
A Commodity Trading Advisor (CTA) is registered with the National Futures Association (NFA) to manage client funds
What Does Capital Loss Mean?
Capital Loss refers to a loss realized when a security is sold for less than it was purchased for. In stock trading...